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Atwood & Palmer Portfolio holdings

AUM $1.77B
1-Year Est. Return 24.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$529M
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$13.7M
3
+$8.14M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.06M
5
QCOM icon
Qualcomm
QCOM
+$4.87M

Top Sells

1
+$5.25M
2
+$4.39M
3
+$1.05M
4
XOM icon
Exxon Mobil
XOM
+$876K
5
CBSH icon
Commerce Bancshares
CBSH
+$466K

Sector Composition

1 Technology 17.62%
2 Healthcare 14.2%
3 Financials 8.48%
4 Energy 5.2%
5 Industrials 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-85
402
– –
-446
403
$0 ﹤0.01%
+5
404
– –
-4
405
$0 ﹤0.01%
25
406
– –
-1,010
407
– –
-225
408
– –
-3
409
– –
-1,332
13 14 15 16
17